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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holiday Retirement | Derry | NH | 04/2019 | 04/2020 |
| American Eagle Outfitters | Salem | NH | 04/2020 | 08/2021 |
| Full Time Education | Gainesville | FL | 08/2021 | 04/2022 |
| The Foundry Provisions And Spirits | Manchester | NH | 04/2022 | 08/2022 |
| Full Time Education | Gainesville | FL | 08/2022 | 04/2023 |
| Fratello's Ristorante | Manchester | NH | 06/2023 | 08/2025 |
| Full Time Education | Gainesville | FL | 08/2023 | 05/2025 |
| U.S. Army Reserve | New Cumberland | PA | 05/2025 | Present |
| Unemployed | Derry | NH | 03/2016 | 04/2019 |
| Charles Schwab & Co., Inc. | Cambridge | MA | 11/2025 | Present |
| Charles Schwab Bank, Ssb | Cambridge | MA | 11/2025 | Present |
1) U.S. Army Reserve (455 Finance Company) | Investment Related:No|455 Finance Company, Bldg 315 18th St & J Ave|Military|2LT, Disbursing Officer|2025-05-02|20-40|0|This is a part-time military role focused on distributing, safeguarding and accounting for U.S. Government funds associated with the U.S. Army. I will ensure accurate disbursement of funds, maintain accountability records, reconcile transactions, train enlisted soldiers and enforce internal controls. This work is strictly related to military pay and operational expenses. It does not involve securities, investment advice, or any client-facing financial services. This position is a federal government role that provides standard military pay only and does not include any private compensation or commercial financial activity. Duties are performed on a limited basis, approximately one weekend per month and two weeks of training in the summer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-20 |
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